Form 13-F position report

BICYCLE THERAPEUTICS PLC

Reported by Birchview Capital LP

BCYC CUSIP 088786108 Manager CIK 0001618205

Reported 462,700 shares, up 308,700 (200.5%) from the prior quarter.

Reported value 174.8%; share count 200.5% vs. the prior quarter.

Added
% of reported 13F value 1.92% This manager · Q4 2025
Shares 462,700 Quarter-end amount reported
Reported value $3,275,916 Fair value at quarter end
Consecutive quarters held 2 Through Q4 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2025-09-30 1191960
2025-12-31 3275916
2026-03-31 2151099
2026-06-30 1329732

Quarterly position history

How this manager's reported quarter-end position changed over time.

4 quarters
Quarterly reported position history for BICYCLE THERAPEUTICS PLC held by Birchview Capital LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 313,616 -149,983 (-32.4%) 0.62% $1,329,732 2026-08-14
Q1 2026 Added 463,599 +899 (0.2%) 1.22% $2,151,099 2026-05-15
Q4 2025 Added 462,700 +308,700 (200.5%) 1.92% $3,275,916 2026-02-13
Q3 2025 New 154,000 +154,000 (0.0%) 0.9% $1,191,960 2025-11-13

Who else reported the position

119 managers reported BICYCLE THERAPEUTICS PLC for Q4 2025.

Managers reporting BICYCLE THERAPEUTICS PLC in Q4 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BAKER BROS ADVISORS LP Unchanged 10,885,357 0 0.45% $77,068,328 14 qtrs
FCPM III SERVICES B V Added 3,468,430 +16,100 3.22% $24,556,484 7 qtrs
ARMISTICE CAPITAL LLC Added 3,236,000 +258,000 0.27% $22,910,880 12 qtrs
WESTFIELD CAPITAL MANAGEMENT CO LP Added 3,016,026 +63,483 0.09% $21,353,464 9 qtrs
Siren L L C Unchanged 2,012,752 0 0.43% $14,250,284 5 qtrs
ACADIAN ASSET MANAGEMENT LLC Added 1,671,258 +356,702 0.02% $11,806,000 4 qtrs
Long Focus Capital Management LLC Added 1,633,091 +214,396 0.3% $11,562,284 5 qtrs
GSK plc New 1,529,561 +1,529,561 1.36% $10,829,292 1 qtr
Candriam S C A Added 1,192,279 +19,892 0.04% $8,441,695 15 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 1,171,787 -213,007 < 0.01% $8,297,000 17 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2025
Filed
February 13, 2026
Filing type
13F-HR
Position type
SPONSORED ADS

Voting authority reported

Sole
462,700
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.